Quotient Wealth Partners’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Quotient Wealth Partners’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$390K	Sell
2025 Q2	$404K	Sell
2025 Q1	$405K	Sell
2024 Q4	$537K	Sell
2024 Q3	$636K	Sell
2024 Q2	$650K	Sell
2024 Q1	$4.04M	Sell
2023 Q4	$6.95M	Buy